DANIEL KIMANI MAINA
NAIROBI
Summary
PERSONAL ATTRIBUTES
I enjoy working with numbers
Willingness to learn
Attention to detail
Excellent written and verbal communication skills
Teamwork
Overview
2
2
years of professional experience
Work History
Assistant Pensions Administrator (Contract)
Chancery Wright Insurance Brokers
04.2022 - 10.2022
- Processing members’ benefits upon retirement
- Regularly updating member contributions, arrears, transfers-in and withdrawals from the scheme through the use of Pensoft System
- Ensuring timely payments of income taxes, withholding taxes and instalment taxes to the Kenya Revenue Authority (KRA)
- Organizing Board of Trustees (BOT) meetings, Annual General Meetings(AGMs) and any other special meetings in accordance to the Retirement Benefits Authority (RBA)
- Conducting member education on pension matters
- Analysis of various investment platforms in the market to help retirees invest their monies wisely
- Filing returns to the Retirement Benefits Authority and ensuring timely payments of various levies required by the law
- Through legal assistance, preparing Investment Policy Statements (IPS) on behalf of the schemes
- Liaise with various custodians (recognized banks) and fund managers to ensure that member funds are invested wisely
- Updating member details in the company’s portal and issuing physical member statements upon request
- Lessons Learnt:
- Great Mathematical and Financial Skills
- Great knowledge in Investment
- Great organizational skills
- Great interpersonal skills
Intern (Finance Department)
Kagwe, Kamau and Karanja Advocates
02.2021 - 02.2022
- Prepared company tax returns and other financial filings
- Analyzed financial trends and provided detailed financial reports to management
- Evaluated financial performance of clients and identified potential areas of improvement
- Developed and maintained database of financial records for clients
- Prepared comprehensive forecasting reports for senior leadership as necessary
- Identified potential cost savings through focused financial analysis
- Supported organizational account management duties under direct supervision
Education
Master of Science - Finance and Investment
Berlin School of Business And Innovation
Berlin, Germany04.2024
Bachelor of Science - Actuarial Science
University of Nairobi
Nairobi, Kenya09.2020
Certificate: A1, A2 & B1 -
Goethe Institute
Nairobi09.2016
High School Diploma -
Moi Forces Academy
Nairobi, Kenya2015
Certificate: KCPE - Primary School Certificate
Le Pic Academy
Nairobi, Kenya11.2011
Skills
- Problem Solving
- Ethics
- Accounting Skills
- Proficiency in MS Office
- Data Analysis
- Research Skills
- Great Interpersonal Skills
- Skilled in Trade Analysis and Portfolio Management
- Financing, Capital Structuring and Investment Decisions
Additional Information
- DATE OF BIRTH: , 01-05-1998
Timeline
Assistant Pensions Administrator (Contract)
Chancery Wright Insurance Brokers
04.2022 - 10.2022
Intern (Finance Department)
Kagwe, Kamau and Karanja Advocates
02.2021 - 02.2022
Master of Science - Finance and Investment
Berlin School of Business And Innovation
Bachelor of Science - Actuarial Science
University of Nairobi
Certificate: A1, A2 & B1 -
Goethe Institute
High School Diploma -
Moi Forces Academy
Certificate: KCPE - Primary School Certificate
Le Pic Academy
Similar Profiles
Charlene Ruth AsarisCharlene Ruth Asaris
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers
Biman DeyBiman Dey
Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)
Sabir ShaikhSabir Shaikh
Assistant Manager at Athena Insurance and Re-insurance Brokers Pvt LtdAssistant Manager at Athena Insurance and Re-insurance Brokers Pvt Ltd
Mark Andrew WanjauMark Andrew Wanjau
Cyber Security Specialist at Deckfirm Technologies HubCyber Security Specialist at Deckfirm Technologies Hub
Grace NgigiGrace Ngigi
Process Engineer at Tetra PakProcess Engineer at Tetra Pak